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Saturday, April 21

21st Apr - Weekly Previews

Here are the links to the weekly roundups and previews of the beginning week.

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Weekly Market ReviewZH
Fistfuls Of Dollars And The Good (Bitcoin), Bad (Bonds), & Ugly (Semis) Markets

Earnings Insight | Apr 20Factset

US Weekly FundFlows | Apr 20 Lipper Alpha
Net Outflows From Money Markets Funds Dominate

This Week in Earnings 18Q1 | Apr 20Lipper Alpha

S&P 500 Earnings Dashboard | Apr 20 Lipper Alpha
STOXX 600 Earnings Outlook | Apr 17Lipper Alpha

Key events in developed markets next weekING
Macro momentum keeps Fed on track * Expect a heated ECB meeting but without any clear conclusions * Expect UK GDP to cool as freezing temperatures bite * Will a NAFTA deal be reached in the next couple of weeks? * The Ifo index to echo recent weak German data


Week Ahead: Don’t get complacent. PMIs will weaken further Nordea
Risk appetite has been on the rise as geopolitical tensions have faded, but the most important underlying reason for the shaky market will be right back on the agenda next week. The global loss of momentum will be visible in next week’s PMIs again.

Weekly Focus: Business cycle weaker as trade tensions continue Danske Bank
US: Q1 GDP * Euro area: April flash PMI and German IFO, ECB meeting * Trade war tensions in focus

Weekly Strategy: Business cycle weaker as trade tensions continueDanske Bank
We look for the global business cycle to head lower * Trade tensions continue between the
US and China – we still await Trump’s decision on the extra USD100bn of Chinese imports subject to tariffs * We have changed our ECB call and now look for the first hike in Q4 19 – but for 20bp instead of 10bp * Risk sentiment improving, yields higher on hawkish Fed and rise in commodity prices

Global Week AheadScotiabank
US: Earnings and data risk * IMF and World Bank meetings  * Europe: ECB, Riksbank, Russia, Turkey central bank meetings

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Outstandings Now Show Leveraged Loans Topping High-Yield Bonds

Macro Weekly ABN AMRO
Poor data in Europe continues, April data must give more guidance * US: steady as she goes (the economy, not politics) * China: retail sales growth stronger, industrial production weaker, but all only marginally

Weekly Market Summary – The Fat Pitch

Weekly Market CommentMarc Chandler
Dollar tone improves

Weekly Macro CommentMarc Chandler

FX Weekly: Relative curvature is the new king of FXNordea
While classic rates spreads have not been able to explain the recent moves in the G10 space, relative curvature is. The relative steepness of the yield curves has been the best G10 indicator since 2016. Relative curvature is the new king of FX.

G10 FX week ahead: Will it be a carefree or careful Draghi ING
FX markets will be looking for some direction from key policy meetings in Europe and Japan in the week ahead - though with trade and geopolitical risks still bubbling in the background, expect central bankers to remain fairly tight-lipped over their policy intentions